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Jamison Private Wealth Management’s Federal Realty Investment Trust FRT Stock Holding History

Jamison Private Wealth Management’s Portfolio FRT Stock Details FRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-5
Closed -$511 – 469
2024
Q1 		$511 Buy
+5
New +$506 ﹤0.01% 454

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Jamison Private Wealth Management's FRT Position: Q2 2024 in Review

Jamison Private Wealth Management sold out of Federal Realty Investment Trust (FRT) in Q2 2024, closing a stake of 5 shares — an estimated $511 sold.

Jamison Private Wealth Management first reported a position in FRT in Q1 2024 and held it in 1 quarter. The position peaked at $511 in Q1 2024. 451 funds tracked by Wall St. Rank hold FRT as of Q2 2024.

  • Jamison Private Wealth Management reported no remaining Federal Realty Investment Trust position as of Q2 2024 after selling out during the quarter.
  • Jamison Private Wealth Management sold 5 Federal Realty Investment Trust shares in Q2 2024, an estimated $511.
  • Jamison Private Wealth Management first reported a position in Federal Realty Investment Trust in Q1 2024 and held it in 1 quarter.
  • Jamison Private Wealth Management's Federal Realty Investment Trust position peaked at $511 in Q1 2024.
  • 451 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q2 2024.

Based on Jamison Private Wealth Management's 13F filing for Q2 2024, filed 11 Jul 2024.